Filed November 17, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,680 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $72 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,162 | $50,815+211.3% | $155,509+1.7% | $77,643+103.7% |
| Participation rate | 99.1% | 63.1%+36.0pp | 78.2%+20.9pp | 70.6%+28.5pp |
| Annual return | 13.47% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,890 | $1,993+95.2% | $4,672-16.7% | $2,726+42.7% |
| Participant deferral / active EE | $10,940 | $2,822+287.7% | $5,626+94.4% | $4,647+135.4% |
| Admin fee / account holder | $13 | $437-97.0% | $15,912-99.9% | $430-97.0% |